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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
876
MSM
Mayfield Select Management
California
$171M $0 1 89.97% Maintained
877
Kintegral Advisory
Kintegral Advisory
New York
$170M +$3.71M 7 18.67% Increased
878
Sawgrass Asset Management
Sawgrass Asset Management
Florida
$170M +$164M 6 17.81% New
879
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$170M +$7.18M 13 13.4% Increased
880
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$170M -$4.71M 6 13.71% Reduced
881
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$170M -$12.1M 14 9.27% Reduced
882
Howard Capital Management Group
Howard Capital Management Group
California
$169M -$1.02M 6 15.42% Reduced
883
Summitry LLC
Summitry LLC
California
$169M -$4.24M 5 10.02% Reduced
884
Quest Investment Management
Quest Investment Management
Oregon
$169M -$4.74M 5 16.06% Reduced
885
Windward Capital Management
Windward Capital Management
California
$169M +$85.7K 5 15.06% Increased
886
Delta Asset Management
Delta Asset Management
Tennessee
$169M +$535K 6 16.28% Increased
887
BFM
Blacksheep Fund Management
Ireland
$168M -$69.4M 1 26.06% Reduced
888
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$168M -$906K 5 12.52% Reduced
889
Bedrijfstakpensioenfonds Voor De Media PNO
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$168M -$21.1M 3 21.63% Reduced
890
IMC Chicago
IMC Chicago
Illinois
$168M -$360M 5 0.17% Reduced
891
Avity Investment Management
Avity Investment Management
Connecticut
$168M -$7.88M 7 14.69% Reduced
892
Becker Capital Management
Becker Capital Management
Oregon
$167M +$4.29M 6 6.75% Increased
893
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$167M +$13.8M 10 14.81% Increased
894
Spyglass Capital Management
Spyglass Capital Management
California
$167M -$4.33M 1 5.71% Reduced
895
Avantax Advisory Services
Avantax Advisory Services
Texas
$167M +$10.1M 13 2.29% Increased
896
TT International Asset Management
TT International Asset Management
United Kingdom
$167M +$4.09M 2 11.7% Increased
897
Ziegler Capital Management
Ziegler Capital Management
Illinois
$167M -$5.84M 5 7.06% Reduced
898
PEAK6 Investments
PEAK6 Investments
Illinois
$166M +$97.2M 22 0.35% Increased
899
Bronte Capital Management
Bronte Capital Management
Australia
$166M +$13.5M 2 13.95% Increased
900
Siemens Fonds Invest
Siemens Fonds Invest
Germany
$166M -$15.8M 11 13.45% Reduced